- ISIN
- US38141W6205
- CUSIP
- 38141W620
- Issuer
- Goldman Sachs
- Inception Date
- May 24, 1991
- Category
- Large Cap Blend Equities
- Min. Investment
- $1,000
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Blend
Share Price Chart
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Performance
GSSQX Performance Chart
Goldman Sachs U.S. Equity Insights Fund (GSSQX) is up 7.1% since the beginning of the year. GSSQX is currently trading at $69 per share. Investors who bought $1,000 worth of GSSQX shares 5 years ago would now be looking at an investment worth $2,100.
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Returns By Period
Goldman Sachs U.S. Equity Insights Fund (GSSQX) has returned 7.07% so far this year and 24.33% over the past 12 months. Looking at the last ten years, GSSQX has achieved an annualized return of 16.00%, outperforming the S&P 500 Index benchmark, which averaged 13.88% per year.
Goldman Sachs U.S. Equity Insights Fund
- 1D
- 1.06%
- 1M
- -0.06%
- YTD
- 7.07%
- 6M
- 6.35%
- 1Y
- 24.33%
- 3Y*
- 26.60%
- 5Y*
- 16.00%
- 10Y*
- 16.00%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
GSSQX Monthly Returns History
Based on dividend-adjusted daily data since May 24, 1991, GSSQX's average daily return is +0.05%, while the average monthly return is +0.92%. At this rate, an investment would double in approximately 6.3 years.
Historically, 64% of months were positive and 36% were negative. The best month was Dec 2024 with a return of +15.7%, while the worst month was Oct 2008 at -16.8%. The longest winning streak lasted 15 consecutive months, and the longest losing streak was 5 months.
On a daily basis, GSSQX closed higher 53% of trading days. The best single day was Dec 12, 2024 with a return of +34.7%, while the worst single day was Dec 13, 2024 at -13.1%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.78% | -2.06% | -4.82% | 10.16% | 4.79% | -1.28% | 7.07% | ||||||
| 2025 | 2.01% | -2.41% | -6.51% | -0.87% | 7.06% | 4.64% | 1.19% | 3.11% | 3.65% | 2.38% | 0.18% | 0.43% | 15.15% |
| 2024 | 1.17% | 5.89% | 4.07% | -4.20% | 5.37% | 3.66% | 1.41% | 3.25% | 2.18% | 0.63% | 3.97% | 15.67% | 51.06% |
| 2023 | 6.52% | -2.60% | 2.48% | 0.30% | 0.08% | 6.93% | 3.27% | -2.30% | -4.22% | -1.29% | 8.49% | 4.26% | 23.14% |
| 2022 | -5.87% | -3.45% | 4.08% | -8.48% | -0.77% | -8.55% | 9.15% | -3.01% | -8.83% | 8.50% | 3.86% | -5.94% | -19.63% |
| 2021 | -0.51% | 3.07% | 4.17% | 6.30% | 0.56% | 2.04% | 2.28% | 3.38% | -4.58% | 6.12% | -1.47% | 4.80% | 28.81% |
Benchmark Metrics
Goldman Sachs U.S. Equity Insights Fund has an annualized alpha of 1.69%, beta of 0.99, and R2 of 0.86 versus S&P 500 Index. Calculated based on daily prices since May 24, 1991.
- This fund captured 104.31% of S&P 500 Index gains but only 97.51% of its losses - a favorable profile for investors.
- With beta of 0.99 and R2 of 0.86, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- 1.69%
- Beta
- 0.99
- R²
- 0.86
- Upside Capture
- 104.31%
- Downside Capture
- 97.51%
Expense Ratio
GSSQX has an expense ratio of 0.92%, placing it in the medium range.
Return for Risk
Risk / Return Rank
GSSQX ranks 48 for risk / return — on par with similar mutual funds. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Goldman Sachs U.S. Equity Insights Fund (GSSQX) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| GSSQX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.09 | ||
| Sortino ratioReturn per unit of downside risk | -0.09 | ||
| Omega ratioGain probability vs. loss probability | 1.35 | 1.37 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | 2.30 | 2.78 | -0.48 |
| Martin ratioReturn relative to average drawdown | 9.82 | 12.44 | -2.61 |
Dividends
Dividend History
Goldman Sachs U.S. Equity Insights Fund provided a 11.73% dividend yield over the last twelve months, with an annual payout of $8.05 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $8.05 | $8.05 | $19.74 | $1.42 | $0.34 | $15.82 | $2.51 | $0.71 | $1.82 | $4.84 | $1.69 | $1.57 |
Dividend yield | 11.73% | 12.56% | 31.49% | 2.52% | 0.73% | 26.89% | 4.31% | 1.37% | 4.35% | 10.37% | 4.05% | 4.01% |
Monthly Dividends
The table displays the monthly dividend distributions for Goldman Sachs U.S. Equity Insights Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $8.05 | $8.05 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $19.74 | $19.74 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.42 | $1.42 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.34 | $0.34 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $15.82 | $15.82 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Goldman Sachs U.S. Equity Insights Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Goldman Sachs U.S. Equity Insights Fund was 55.61%, occurring on Mar 9, 2009. Recovery took 976 trading sessions.
The current Goldman Sachs U.S. Equity Insights Fund drawdown is 1.39%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -55.61%Mar 2009 | 1y 7mo | 3y 10mo | 5y 6moJul 2007 - Jan 2013 |
Dot-com crash2000–2002 | -47.55%Oct 2002 | 2y 1mo | 3y 6mo | 5y 8moSep 2000 - May 2006 |
COVID crash2020 | -34.47%Mar 2020 | 1mo 2d | 4mo 15d | 5mo 17dFeb 2020 - Aug 2020 |
2025 selloff2025 | -30.23%Apr 2025 | 3mo 26d | 1y 9d | 1y 4moDec 2024 - Apr 2026 |
Bear market2022 | -24.96%Oct 2022 | 9mo 18d | 1y 3mo | 2y 23dDec 2021 - Jan 2024 |
Drawdown Indicators
| GSSQX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.61% | -56.78% | +1.17% |
Max Drawdown (1Y)Largest decline over 1 year | -10.59% | -9.10% | -1.49% |
Max Drawdown (3Y)Largest decline over 3 years | -30.23% | -18.90% | -11.33% |
Max Drawdown (5Y)Largest decline over 5 years | -30.23% | -25.43% | -4.80% |
Max Drawdown (10Y)Largest decline over 10 years | -34.47% | -33.92% | -0.55% |
Current DrawdownCurrent decline from peak | -1.39% | -1.80% | +0.41% |
Average DrawdownAverage peak-to-trough decline | -9.80% | -10.71% | +0.91% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.47% | 2.03% | +0.44% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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